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SPDR Portfolio Developed World ex-US ETF
SPDW

Overview Fund Activity

885 hedge funds and large institutions have $17.2B invested in SPDR Portfolio Developed World ex-US ETF in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 344 increasing their positions, 320 reducing their positions, and 46 closing their positions.

Holders
885
Holders Change
+14
Holders Change %
+1.61%
% of All Funds
12.8%
Holding in Top 10
125
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.63%
% of All Funds
1.81%
New
69
Increased
344
Reduced
320
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
1
Benjamin Edwards Inc
Missouri
$65.7M
2
Betterment LLC
2
Betterment LLC
New York
$113M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$2.32B
4
HI
4
Horizon Investments
North Carolina
$263M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$429M

Top Sellers

1
State Street
1
State Street
Massachusetts
$261M
2
SFC
2
Strategic Financial Concepts
Texas
$1.36M
3
AssetMark Inc
3
AssetMark Inc
California
$76.2M
4
OFS
4
OneAscent Financial Services
Alabama
$0
5
LPL Financial
5
LPL Financial
California
$1.02B
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
151
Horizon Financial Services
North Carolina
$11.8M 314,927 +12,652 +4%
BCI
152
Brinker Capital Investments
Pennsylvania
$11.8M 314,583 -15,088 -5%
OPS
153
Orion Portfolio Solutions
Nebraska
$11.8M 314,583 -15,088 -5%
RA
154
Rodgers & Associates
Pennsylvania
$11.7M 312,371 -6,118 -2%
APA
155
Astoria Portfolio Advisors
New York
$11.7M 315,384 +170,487 +118%
VAF
156
Values Added Financial
District of Columbia
$11.4M 302,262 +2,053 +0.7%
FDDB
157
Fidelity D&D Bancorp
Pennsylvania
$11.2M 298,859 +20,824 +7%
SFM
158
Signet Financial Management
New Jersey
$11.2M 297,640 +12,759 +4%
BCM
159
Brookstone Capital Management
Illinois
$11M 293,649 -11,932 -4%
PA
160
Probity Advisors
Texas
$10.8M 287,716 +21,092 +8%
BCM
161
Boltwood Capital Management
California
$10.7M 284,710 +3,085 +1%
Truist Financial
162
Truist Financial
North Carolina
$10.6M 281,862 -13,418 -5%
PCA
163
Prosperity Capital Advisors
Ohio
$10.6M 281,373 +8,387 +3%
SFI
164
SPC Financial Inc
Maryland
$10.5M 280,856 +1,880 +0.7%
MERSOM
165
Municipal Employees' Retirement System of Michigan
Michigan
$10.4M 276,169 +9,118 +3%
OCFG
166
O'Connor Financial Group
Illinois
$10.1M 269,147 +19,538 +8%
IWMA
167
Ironwood Wealth Management (Arizona)
Arizona
$10M 267,433 -2,490 -0.9%
DC
168
Dorval Corp
Minnesota
$9.9M 266,345 +2,225 +0.8%
ICMP
169
Integrated Capital Management (Pennsylvania)
Pennsylvania
$9.76M 259,951 -12,440 -5%
HGA
170
Hobbs Group Advisors
South Carolina
$9.67M 257,404 +35,393 +16%
LGW
171
Leslie Global Wealth
Illinois
$9.48M 252,377 +11,168 +5%
SWMG
172
Sanchez Wealth Management Group
Florida
$9.47M 252,098 -45,096 -15%
SC
173
Scotia Capital
Ontario, Canada
$9.36M 249,073 +4,574 +2%
VBFP
174
Valtinson Bruner Financial Planning
Minnesota
$9.25M 246,207 +30,960 +14%
CFP
175
Cascade Financial Partners
California
$9.2M 253,215 -15 -0%
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